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Investors Rights Agreement

Draft Investors Rights Agreements in Minutes, Not Hours

15 minutes with CaseMark

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2. Upload the files you want analyzed.

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Investors Rights Agreement

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Workflow

Investors Rights Agreement

Overview

Drafting Investors Rights Agreements manually requires hours of careful attention to registration rights mechanics, pro rata calculations, and coordination across multiple schedules. Corporate attorneys must balance complex SEC registration requirements with investor-specific provisions while ensuring consistency with stock purchase agreements and other financing documents.

Investors Rights Agreements require meticulous coordination across multiple transaction documents, precise registration rights frameworks, and complex pro rata provisions. Manual drafting takes 6-10 hours and risks inconsistencies between the IRA, stock purchase agreement, and certificate of incorporation that can create disputes or unenforceable provisions.

CaseMark automatically generates comprehensive Investors Rights Agreements by extracting investor details, shareholdings, and negotiated terms from your transaction documents. The AI ensures perfect consistency across all agreements while drafting sophisticated registration rights, information rights, and pro rata provisions that comply with securities laws.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Header and Parties

  • Definitions

  • Demand Registration Rights

  • Piggyback Registration Rights

  • Form S-3 Registration Rights

  • Registration Expenses

  • Information Rights

  • Management Rights

  • Pro Rata Rights (Right of First Offer)

  • Termination Provisions

  • Governing Law

  • Signature Blocks

What it handles

  • Header and Parties

  • Definitions

  • Demand Registration Rights

  • Piggyback Registration Rights

  • Form S-3 Registration Rights

  • Registration Expenses

  • Information Rights

  • Management Rights

  • Pro Rata Rights (Right of First Offer)

  • Termination Provisions

  • Governing Law

  • Signature Blocks

Required documents

  • Stock Purchase Agreement

    Current financing round stock purchase agreement containing investor details, share amounts, and purchase prices

    PDF, DOCX

  • Capitalization Table

    Current cap table showing all shareholders, share classes, and ownership percentages

    PDF, XLSX, DOCX

Supporting documents

  • Certificate of Incorporation

    Amended and restated certificate showing preferred stock terms and deemed liquidation events

    PDF, DOCX

  • Prior Investors Rights Agreement

    Existing IRA being amended and restated, if applicable

    PDF, DOCX

  • Term Sheet

    Negotiated term sheet containing agreed-upon governance and investor rights terms

    PDF, DOCX

  • Board Resolutions

    Board resolutions approving the financing and authorizing execution of transaction documents

    PDF, DOCX

Why teams use it

Generate complete IRAs with demand, piggyback, and S-3 registration rights in under 15 minutes

Automatically populate investor schedules and pro rata percentages from cap tables

Ensure SEC compliance with standardized registration rights language

Customize information rights and management rights based on investor class

Maintain consistency across all venture capital financing documents

Questions

What documents do I need to generate an Investors Rights Agreement?

At minimum, you need the stock purchase agreement and capitalization table for the current financing round. CaseMark extracts investor names, share amounts, purchase prices, and ownership percentages from these documents. Optional documents like the certificate of incorporation, term sheet, and prior IRA help ensure consistency and incorporate negotiated terms.

How does CaseMark ensure consistency across transaction documents?

CaseMark automatically searches your uploaded documents to match defined terms, party designations, and key provisions. The AI verifies that Excluded Securities definitions match the stock purchase agreement, deemed liquidation events align with the certificate of incorporation, and Major Investor thresholds are consistent across all documents granting investor rights.

Can I customize registration rights and pro rata thresholds?

Yes, CaseMark identifies negotiated terms from your term sheet and transaction documents, then applies those specific thresholds for demand registrations, Major Investor qualifications, and pro rata participation. You can adjust any provision including the number of demand rights, minimum offering sizes, Form S-3 thresholds, and amendment requirements.

Does the agreement comply with securities law requirements?

CaseMark incorporates standard securities law compliance provisions including SEC registration procedures, Rule 144 requirements, state blue sky law obligations, and customary indemnification frameworks. The generated agreement follows market-standard NVCA forms and includes all necessary procedures for demand, piggyback, and Form S-3 registrations under the Securities Act of 1933.

How are the investor and founder schedules populated?

CaseMark automatically generates Schedule A by extracting investor names, addresses, share amounts, and purchase prices from your stock purchase agreement and closing documents. Schedule B is populated with founder information from the cap table and related transaction documents. All shareholding data is verified for consistency across documents to ensure accuracy.

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